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Edward Joseph Samp

Beacon Pointe Advisors, LLC

Waltham, MA

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-13
  • MA RA
    APPROVED
    Since 2025-11-13

Branch Locations

203 Crescent Street Suite 404, Waltham, MA 02453 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sensible Financial Planning Waltham MA 08/2016 09/2025
Beacon Pointe Advisors, Llc Waltham MA 10/2025 Present
Previous Registrations
  • 2017-01-04 → 2025-10-28
    Sensible Financial Planning And Management, Llc
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-23
  • S66 Uniform Combined State Law Examination
    2015-01-23
Designations

View on SEC IAPD

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